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Tag "Equities"

Triodos – Van Niche naar Mainstream

🕔14:00, 25.Jun 2019

Duurzaam beleggen is mainstream geworden. Met de stijgende vraag naar duurzame beleggingsmogelijkheden is ook de keuze in duurzame beleggingsfondsen enorm toegenomen. Tegelijkertijd is het onduidelijker dan ooit wat duurzaam beleggen precies inhoudt. Waarin beleggen duurzame fondsen en dragen ze daarmee

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Value investing – dead or alive?

Value investing – dead or alive?

🕔11:02, 13.Jun 2019

Weekly Digest Value investing has taken a back seat in recent times, particularly in the US where the divergence in performance between low and high growth stocks has been significant. After a decade of mediocre performance, investors are increasingly losing

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Why low volatility ETF investors should consider switching to Sustainable Equity

Why low volatility ETF investors should consider switching to Sustainable Equity

🕔02:01, 13.Jun 2019

Go against the flow Investing in lower volatility stocks can help preserve wealth in falling markets; we believe it can be an important allocation to have, and particularly relevant for investors with one eye on the end of the bull

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Alliance Bernstein – W.P. Stewart Concentrated Equity Investment Seminar Europe 2019

🕔12:45, 12.Jun 2019

Join us as we celebrate the 30th anniversary of the W.P. Stewart Holdings Fund. JOIN US AS WE CELEBRATE THE 30TH ANNIVERSARY OF THE W.P. STEWART HOLDINGS FUND It is our great pleasure to invite you to the AB W.P.

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Japan: Opportunities in the Forgotten Equity Market

Japan: Opportunities in the Forgotten Equity Market

🕔11:03, 11.Jun 2019

As of the end of March 2019, the Japanese equity market represents the second-largest country weight of the MSCI World index, at 8%. This is a far cry from the 45% that it represented at the peak of its financial

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Northern Trust – Factor Research Quarterly (webinar)

🕔11:00, 29.May 2019

Factor Research Quarterly   Capturing the Value Premium in the “New” Economy   Value stock returns have lagged their growth peers for a number of years. Our Quantitative Research team shares their insights on how valuation models need to evolve to effectively capture

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Q2 – 2019 Asset Class Return Forecasts Quarterly Update

Q2 – 2019 Asset Class Return Forecasts Quarterly Update

🕔10:15, 11.May 2019

Medium and Long-Term Return Forecasts | Q2 – 2019 Our medium-term baseline scenario is that of a late business cycle slowdown followed by a probable mild economic recession in the next three to five years. According to our calculations, the

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European elections: a pivotal time

European elections: a pivotal time

🕔13:02, 10.May 2019

Europe Insights Due to take place on 23-26 May, the European Parliamentary (EP) elections are approaching fast. The final results will be communicated in the evening of 26 May At the time of writing, if polls are correct (1), the

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Corporate Governance: Thinking Fast and Slow

Corporate Governance: Thinking Fast and Slow

🕔13:02, 10.May 2019

Corporate Governance is important to investors, but it is more complex than first appearances would have you believe. With contemporary CG measures running the risk of oversimplifying a topic that is too complex to be captured in a single number,

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Equity Market Ceiling or the Beginning of a Rally?

Equity Market Ceiling or the Beginning of a Rally?

🕔17:02, 7.May 2019

Strategy Espresso Markets have rallied but we haven’t seen investors go back into equities. Indeed, European-domiciled ETF flows show that fixed income was still the favoured asset class in April with $4.5 billion of inflows versus $820 million out of equity. Year to

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China A-Shares: Perspectives From the Inside Out

China A-Shares: Perspectives From the Inside Out

🕔11:00, 7.May 2019

The domestic A-share market offers the biggest and most diverse universe for long-term growth opportunities in China. Despite its size and liquidity, the A-share market remains highly inefficient and idiosyncratic providing plenty of opportunities for active investing. Local knowledge and

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Barometer: Beware of exuberance

Barometer: Beware of exuberance

🕔12:21, 3.May 2019

The S&P 500 hit all-time highs in April with investor optimism fuelled by rising corporate margins. But we remain underweight US stocks, and are instead attracted to the better growth prospects and valuations of emerging markets. Net profit margins in

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Still some juice left, but not much

Still some juice left, but not much

🕔10:21, 3.May 2019

Equity markets have remained buoyant in recent weeks: the S&P 500 is trending towards an all-time high, the European equity market (STOXX 600) is close to last year’s peak and the performances of emerging markets have also been very strong.

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A snapshot of current views on equity, fixed-income and alternative asset classes

A snapshot of current views on equity, fixed-income and alternative asset classes

🕔15:02, 2.May 2019

KEY TAKEAWAYS Equity momentum is strong and volatility measures have been on the decline. However, valuations continue to look less attractive. We expect a modest rise in interest rates in the short term. Inflation-linked bonds appear to be an attractive

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Spring in Europe

Spring in Europe

🕔15:02, 1.May 2019

Highlights European risk assets have underperformed amid disappointing global growth, political headwinds and a series of idiosyncratic factors. With global growth healing and political issues manageable, we believe that there is room for Europe to surprise to the upside in

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Index Dashboard: Europe

Index Dashboard: Europe

🕔13:02, 1.May 2019

Shrugging off slowing growth and uninspiring economic data, European equities continued to ride a “risk on” wave in April. The S&P Europe 350 gained 4% on the month. With first-quarter earnings coming in better-than-feared for Europe’s blue-chips, and with further

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Index Dashboard: U.S.

Index Dashboard: U.S.

🕔13:02, 1.May 2019

U.S. equities gained steam in April, powered by positive earnings, potential progress in U.S./China trade talks, and recent dovish sentiment from the Fed. The S&P 500®, the S&P MidCap 400® and S&P SmallCap 600® all gained 4%, and the VIX®

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Barometer: A correction looms for equities

Barometer: A correction looms for equities

🕔11:35, 1.May 2019

Equities have recouped almost all the losses they suffered during the late 2018 sell-off, with the MSCI All-Country World Index rising more than 10 per cent since January. But a repeat of this stellar performance looks unlikely in the coming

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Perspectives Global Equities – Q1 2019

Perspectives Global Equities – Q1 2019

🕔10:49, 29.Apr 2019

Economy and markets The start of the year saw most major indices recover with double digit growth after a disappointing fourth quarter of 2018. Global equities rose 12.6% during the first quarter of 2019, as measured by the benchmark MSCI

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Global Investment View

Global Investment View

🕔11:02, 26.Apr 2019

Still some juice left, but not much Equity markets have remained buoyant in recent weeks: the S&P 500 is trending towards an all-time high, the European equity market (STOXX 600) is close to last year’s peak and the performances of

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Equity Outlook

Equity Outlook

🕔11:02, 26.Apr 2019

How resilient is the rebound? The start of 2019 brought a rebound for global equities. After a bruising fourth-quarter sell-off, stocks bounced back despite concerns over slowing economic growth and downward earnings revisions. The Federal Reserve’s decision to put rate

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Peak Profit Margins? A US Perspective

Peak Profit Margins? A US Perspective

🕔13:02, 22.Apr 2019

Over the last two decades, US corporate profit margins have surged and have contributed more than half of the excess return of equities relative to cash. Without that consistent expansion of margins, US equities would be 40% lower than they

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This time it’s different

This time it’s different

🕔17:02, 18.Apr 2019

Fundamental Equities Outlook  Since the beginning of the year, global equity markets have staged a swift comeback, turning around the dismal performance of the final quarter of 2018. Year-to-date, the MSCI World is up almost 16% in US dollar terms

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Global Equity Views 2Q 2019

Global Equity Views 2Q 2019

🕔11:02, 15.Apr 2019

Themes and implications from the Global Equity Investors Quarterly After a rip-roaring recovery from the miserable end to last year, it is easy to think of reasons to take a more cautious view of the prospects for world equity markets.

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Sector Dashboard

Sector Dashboard

🕔11:02, 12.Apr 2019

Overview Equity markets surged back in the first quarter of 2019, but it was only towards the end that we saw investor confidence start to recover. The first move by investors was to defend their core equity positioning and consider

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Asset Allocation Consensus June

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Sign up on #OpinioPro to read all the latest research on #fixedincome, #assetallocation and so much more! Click here: https://t.co/90NYM4HBVh

In UBP's Monthly #Investment #Outlook they write: "After Q1 global weakness, world growth is expected to stabilise in Q2 and progressively recover moving into 2H19". Read the whole outlook here: https://t.co/jlNTFp5V6M

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